EDI 830 Planning Schedule with Release Capability

Functional Group PS

X12M Supply Chain Subcommittee

This standard provides the standardized format and establishes the data contents of a planning schedule with release capability transaction set. The planning schedule with release capability transaction set provides for customary and established business practice relative to the transfer of forecasting/material release information between organizations. The planning schedule transaction may be used in various ways or in a combination of ways, such as: (1) a simple forecast; (2) a forecast with the buyer's authorization for the seller to commit to resources, such as labor or material; (3) a forecast that is also used as an order release mechanism, containing such elements as resource authorizations, period-to-date cumulative quantities, and specific ship/delivery patterns for requirements that have been represented in "buckets," such as weekly, monthly, or quarterly. The order release forecast may also contain all data related to purchase orders, as required, because the order release capability eliminates the need for discrete generation of purchase orders. The Appendix contains expanded narratives and sample segment layouts for the three types of forecasts mentioned.

Heading

1. 2 · ST · Transaction Set Header · Max 1 · Mandatory

   To indicate the start of a transaction set and to assign a control number

2. 3 · BFR · Beginning Segment for Planning Schedule · Max 1 · Mandatory

   To indicate the beginning of a planning schedule transaction set; whether a ship or delivery based forecast; and related forecast envelope dates

3. 4 · NTE · Note/Special Instruction F · Max 100

   To transmit information in a free-form format, if necessary, for comment or special instruction

4. 5 · CUR · Currency · Max 1 · Optional

   To specify the currency (dollars, pounds, francs, etc.) used in a transaction

5. 6 · REF · Reference Numbers · Max 12 · Optional

   To transmit identifying numbers.

6. 7 · PER · Administrative Communications Contact · Max 3 · Optional

   To identify a person or office to whom administrative communications should be directed

7. 8 · TAX · Sales Tax Reference · Max 3 · Optional

   To provide data required for proper notification/determination of applicable sales and related taxes applying to the transaction.

8. 9 · FOB · F.O.B. Related Instructions · Max 1 · Optional

   To specify transportation instructions relating to shipment

9. N1 Loop Optional Repeat 200

   1. 10 · N1 · Name · Max 1 · Mandatory

      To identify a party by type of organization, name and code

   2. 11 · N2 · Additional Name Information · Max 2 · Optional

      To specify additional names or those longer than 35 characters in length

   3. 12 · N3 · Address Information · Max 2 · Optional

      To specify the location of the named party

   4. 13 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   5. 14 · REF · Reference Numbers · Max 12 · Optional

      To transmit identifying numbers.

   6. 15 · PER · Administrative Communications Contact · Max 3 · Optional

      To identify a person or office to whom administrative communications should be directed

   7. 16 · FOB · F.O.B. Related Instructions · Max 1 · Optional

      To specify transportation instructions relating to shipment

10. 17 · CTP · Pricing Information · Max 25 · Optional

    To specify pricing information

11. 18 · SSS · Special Services · Max 25 · Optional

    To specify special conditions or services associated with the purchased product

12. 19 · CSH · Header Sale Condition · Max 1 · Optional

    To specify general conditions or requirements of the sale

13. 20 · ITD · Terms of Sale/Deferred Terms of Sale · Max 2 · Optional

    To specify terms of sale.

14. 21 · DTM · Date/Time Reference · Max 10 · Optional

    To specify pertinent dates and times

15. 22 · PID · Product/Item Description · Max 200 · Optional

    To describe a product in coded or free-form format

16. 23 · MEA · Measurements · Max 40 · Optional

    To specify physical measurements, including dimensions, tolerances, weights and counts.

17. 24 · PWK · Paperwork · Max 25 · Optional

    To specify the type and transmission of paperwork relating to product or order.

18. 25 · PKG · Marking, Packaging, Loading · Max 25 · Optional

    To describe marking, packaging, loading and unloading requirements.

19. 26 · TD1 · Carrier Details (Quantity and Weight) · Max 2 · Optional

    To specify the transportation details relative to commodity, weight and quantity.

20. 27 · TD5 · Carrier Details (Routing Sequence/Transit Time) · Max 12 · Optional

    To specify the carrier, sequence of routing and to provide transit time information

21. 28 · TD3 · Carrier Details (Equipment) · Max 12 · Optional

    To specify transportation details relating to the equipment used by the carrier.

22. 29 · TD4 · Carrier Details (Special Handling/Hazardous Materials) · Max 5 · Optional

    To specify transportation special handling requirements and hazardous materials information

23. 30 · MAN · Marks and Numbers · Max 10 · Optional

    To indicate identifying marks and numbers for shipping containers

Detail

1. LIN Loop Mandatory Repeat 10000

   1. 32 · LIN · Item Identification Detail · Max 1 · Mandatory

      To specify basic item identification data.

   2. 33 · UNT · Unit Detail · Max 1 · Mandatory

      To specify item unit data.

   3. 34 · CUR · Currency · Max 1 · Optional

      To specify the currency (dollars, pounds, francs, etc.) used in a transaction

   4. SLN Loop Optional Repeat 100

      1. 36 · SLN · Subline Item Detail · Max 1 · Mandatory

         To specify product subline detail item data

      2. 37 · PID · Product/Item Description · Max 1000 · Optional

         To describe a product in coded or free-form format

   5. 38 · PO3 · Additional Item Detail · Max 25 · Optional

      To specify additional item related data involving variations in normal price/quantity structure.

   6. 39 · CTP · Pricing Information · Max 25 · Optional

      To specify pricing information

   7. 40 · PID · Product/Item Description · Max 1000 · Optional

      To describe a product in coded or free-form format

   8. 41 · MEA · Measurements · Max 40 · Optional

      To specify physical measurements, including dimensions, tolerances, weights and counts.

   9. 42 · PWK · Paperwork · Max 25 · Optional

      To specify the type and transmission of paperwork relating to product or order.

   10. 43 · PKG · Marking, Packaging, Loading · Max 25 · Optional

       To describe marking, packaging, loading and unloading requirements.

   11. 44 · PO4 · Item Physical Details · Max 1 · Optional

       To specify the physical qualities, packaging, weights and dimensions relating to the item.

   12. 45 · PRS · Part Release Status · Max 1 · Optional

       To indicate the status of the part being ordered with respect to this material release (only use if the planning schedule is considered to be an order/material release).

   13. 46 · REF · Reference Numbers · Max 12 · Optional

       To transmit identifying numbers.

   14. 47 · PER · Administrative Communications Contact · Max 3 · Optional

       To identify a person or office to whom administrative communications should be directed

   15. 48 · SSS · Special Services · Max 25 · Optional

       To specify special conditions or services associated with the purchased product

   16. 49 · ITA · Allowance, Charge or Service · Max 10 · Optional

       To specify allowances, charges or services

   17. 50 · ITD · Terms of Sale/Deferred Terms of Sale · Max 2 · Optional

       To specify terms of sale.

   18. 51 · TAX · Sales Tax Reference · Max 3 · Optional

       To provide data required for proper notification/determination of applicable sales and related taxes applying to the transaction.

   19. 52 · FOB · F.O.B. Related Instructions · Max 1 · Optional

       To specify transportation instructions relating to shipment

   20. N1 Loop Optional Repeat 200

       1. 53 · N1 · Name · Max 1 · Mandatory

          To identify a party by type of organization, name and code

       2. 54 · N2 · Additional Name Information · Max 2 · Optional

          To specify additional names or those longer than 35 characters in length

       3. 55 · N3 · Address Information · Max 2 · Optional

          To specify the location of the named party

       4. 56 · N4 · Geographic Location · Max 1 · Optional

          To specify the geographic place of the named party

       5. 57 · REF · Reference Numbers · Max 12 · Optional

          To transmit identifying numbers.

       6. 58 · PER · Administrative Communications Contact · Max 3 · Optional

          To identify a person or office to whom administrative communications should be directed

       7. 59 · FOB · F.O.B. Related Instructions · Max 1 · Optional

          To specify transportation instructions relating to shipment

   21. SDP Loop Mandatory Repeat 104

       1. 60 · SDP · Ship/Delivery Pattern · Max 1 · Mandatory

          To identify specific ship/delivery requirements

       2. 61 · FST · Forecast Schedule · Max 104 · Mandatory

          To specify the forecasted dates and quantities

   22. 62 · SDQ · Destination Quantity · Max 50 · Optional

       To specify destination and quantity detail.

   23. 63 · ATH · Resource Authorization · Max 20 · Optional

       To specify resource authorizations (i.e., finished labor, material, etc.) in the planning schedule.

   24. SHP Loop Optional Repeat 25

       1. 64 · SHP · Shipped/Received Information · Max 1 · Mandatory

          To specify shipment and/or receipt information

       2. 65 · REF · Reference Numbers · Max 5 · Optional

          To transmit identifying numbers.

   25. 66 · TD1 · Carrier Details (Quantity and Weight) · Max 1 · Optional

       To specify the transportation details relative to commodity, weight and quantity.

   26. 67 · TD5 · Carrier Details (Routing Sequence/Transit Time) · Max 12 · Optional

       To specify the carrier, sequence of routing and to provide transit time information

   27. 68 · TD3 · Carrier Details (Equipment) · Max 12 · Optional

       To specify transportation details relating to the equipment used by the carrier.

   28. 69 · TD4 · Carrier Details (Special Handling/Hazardous Materials) · Max 5 · Optional

       To specify transportation special handling requirements and hazardous materials information

   29. 70 · MAN · Marks and Numbers · Max 10 · Optional

       To indicate identifying marks and numbers for shipping containers

Summary

1. 72 · CTT · Transaction Totals · Max 1 · Mandatory

   To transmit a hash total for a specific element in the transaction set

2. 73 · SE · Transaction Set Trailer · Max 1 · Mandatory

   To indicate the end of the transaction set and provide the count of the transmitted segments, including the beginning (ST) and ending (SE) segments.